Is invesco a good buy

Is invesco a good buy DEFAULT

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by the broader market. Value investors rely on traditional forms of analysis on key valuation metrics to find stocks that they believe are undervalued, leaving room for profits.

In addition to the Zacks Rank, investors looking for stocks with specific traits can utilize our Style Scores system. Of course, value investors will be most interested in the system's "Value" category. Stocks with "A" grades for Value and high Zacks Ranks are among the best value stocks available at any given moment.

One company value investors might notice is Invesco (IVZ). IVZ is currently sporting a Zacks Rank of #2 (Buy), as well as an A grade for Value. The stock is trading with a P/E ratio of 5.61, which compares to its industry's average of 13.23. Over the past year, IVZ's Forward P/E has been as high as 9.14 and as low as 5.61, with a median of 6.72.

Investors should also note that IVZ holds a PEG ratio of 0.71. This popular figure is similar to the widely-used P/E ratio, but the PEG ratio also considers a company's expected EPS growth rate. IVZ's PEG compares to its industry's average PEG of 1.36. Over the last 12 months, IVZ's PEG has been as high as 1.16 and as low as 0.69, with a median of 0.85.

We should also highlight that IVZ has a P/B ratio of 0.71. The P/B ratio is used to compare a stock's market value with its book value, which is defined as total assets minus total liabilities. This stock's P/B looks attractive against its industry's average P/B of 1.84. Over the past year, IVZ's P/B has been as high as 0.98 and as low as 0.69, with a median of 0.82.

Value investors also use the P/S ratio. The P/S ratio is is calculated as price divided by sales. This is a popular metric because sales are harder to manipulate on an income statement, so they are often considered a better performance indicator. IVZ has a P/S ratio of 1.08. This compares to its industry's average P/S of 2.49.

Finally, investors will want to recognize that IVZ has a P/CF ratio of 8.33. This figure highlights a company's operating cash flow and can be used to find firms that are undervalued when considering their impressive cash outlook. This stock's P/CF looks attractive against its industry's average P/CF of 17.67. IVZ's P/CF has been as high as 12.06 and as low as 7.46, with a median of 9.62, all within the past year.

These are just a handful of the figures considered in Invesco's great Value grade. Still, they help show that the stock is likely being undervalued at the moment. Add this to the strength of its earnings outlook, and we can clearly see that IVZ is an impressive value stock right now.


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Sours: https://finance.yahoo.com/news/value-investors-buy-invesco-ivz-165004227.html

Things to consider when trading Invesco QQQ

Bid is an offer made to buy a security.

Ask is the price a seller is willing to accept for a security.

Bid/Ask spread is the amount by which the ask price exceeds the bid price for an asset in the market.

Basis points, as known as bps, are a unit of measure. One basis point is equivalent to 0.01% or 0.0001 in decimal form.

Market order is a request to buy or sell a security at the best-available price in the current market.

Limit order is a request to buy or sell at a specified price or better.

Stop order is a request to buy or sell when its price moves past a particular point that is a predetermined value.

The Nasdaq-100 Index comprises the 100 largest non-financial companies traded on the Nasdaq.

The opinions expressed are those of the authors, are based on current market conditions and are subject to change without notice. These opinions may differ from those of other Invesco investment professionals.

Since ordinary brokerage commissions apply for each buy and sell transaction, frequent trading activity may increase the cost of ETFs.

The Nasdaq-100 Index comprises the 100 largest non-financial companies traded on the Nasdaq. The NASDAQ Composite Index measures all NASDAQ domestic and international-based common stocks listed on The Nasdaq Stock Market.

The results assume that no cash was added to or assets withdrawn from the Index. Index returns do not represent Fund returns. The Index does not charge management fees or brokerage expenses, nor does the Index lend securities, and no revenues from securities lending were added to the performance shown.

Invesco does not offer tax advice. Investors should consult their own tax professionals for information regarding their own tax situations.

Sours: https://www.invesco.com/qqq-etf/en/etf-insights/trading-invesco-qqq.html
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Buying and selling Invesco products is as straightforward as buying and selling ordinary stocks and shares. Invesco products trade throughout the day on one or more of the London Stock Exchange, the Deutsche Boerse (Xetra), the SIX Swiss Exchange or the Borsa Italiana.

To invest, please contact your financial adviser, local broker or an online trading platform.

The secondary market

Shares in an exchange traded product (ETP) are bought and sold on the stock exchange, also known as the ‘secondary market’. When you instruct your broker to buy or sell a particular ETP, they will place the order on the exchange and it will be executed at the best available price. Invesco has an extensive network of trading firms who endeavour to provide live prices for the ETP throughout the day. This broad array of ‘market makers’ provides liquidity to all Invesco products. They work independently from one another and quote the best prices at which they will buy or sell shares in the ETP at a given time. This healthy competition encourages smaller differences between the buying and selling prices, otherwise known as the ‘bid-offer spread’.

Sours: https://etf.invesco.com/en/investing
Should You Buy now? + Invesco Slashes Dividend by 50%

InvescoNYSE:IVZ Stock Report

Invesco Competitors

Price History & Performance

Historical stock prices
Current Share PriceUS$25.00
52 Week HighUS$12.75
52 Week LowUS$29.71
Beta1.25
1 Month Change5.40%
3 Month Change0.73%
1 Year Change77.94%
3 Year Change16.06%
5 Year Change-14.06%
Change since IPO267.65%

Recent News & Updates

Aug 13

Invesco: You Could 'Buy' This Business

I don't often invest in pure-play investment managers or asset managers. However, most businesses are buyable at the right price. Invesco is a company that seems to be at a decent valuation following a dip a few months ago. With some of the issues clarified, it's time to look. Invesco could be a "BUY" for you. Read why here.

Shareholder Returns

IVZUS Capital MarketsUS Market
7D-0.7%4.0%2.6%
1Y77.9%61.5%31.1%

Return vs Industry: IVZ exceeded the US Capital Markets industry which returned 61.5% over the past year.

Return vs Market: IVZ exceeded the US Market which returned 31.5% over the past year.

Price Volatility

IVZ volatility
IVZ Beta1.25
Industry Beta1.19
Market Beta1

Stable Share Price: IVZ is not significantly more volatile than the rest of US stocks over the past 3 months, typically moving +/- 5% a week.

Volatility Over Time: IVZ's weekly volatility (5%) has been stable over the past year.

About the Company

Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios.

Invesco Fundamentals Summary

IVZ fundamental statistics
Market CapUS$11.53b
Earnings (TTM)US$1.04b
Revenue (TTM)US$6.51b

Earnings & Revenue

IVZ income statement (TTM)
RevenueUS$6.51b
Cost of RevenueUS$4.47b
Gross ProfitUS$2.04b
ExpensesUS$1.00b
EarningsUS$1.04b

Last Reported Earnings

Jun 30, 2021

Next Earnings Date

Oct 26, 2021

Earnings per share (EPS)2.25
Gross Margin31.35%
Net Profit Margin15.96%
Debt/Equity Ratio13.2%

How did IVZ perform over the long term?

See historical performance and comparison

Dividends

2.5%

Current Dividend Yield

29%

Payout Ratio

Valuation

Is Invesco undervalued compared to its fair value and its price relative to the market?

>50%

Undervalued compared to fair value


Share Price vs. Fair Value

Below Fair Value: IVZ ($25) is trading below our estimate of fair value ($67.09)

Significantly Below Fair Value: IVZ is trading below fair value by more than 20%.


Price To Earnings Ratio

PE vs Industry: IVZ is good value based on its PE Ratio (11.1x) compared to the US Capital Markets industry average (16.1x).

PE vs Market: IVZ is good value based on its PE Ratio (11.1x) compared to the US market (18.3x).


Price to Earnings Growth Ratio

PEG Ratio: IVZ is poor value based on its PEG Ratio (1.1x)


Price to Book Ratio

PB vs Industry: IVZ is good value based on its PB Ratio (1.1x) compared to the US Capital Markets industry average (61.3x).


Future Growth

How is Invesco forecast to perform in the next 1 to 3 years based on estimates from 10 analysts?

10.5%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: IVZ's forecast earnings growth (10.5% per year) is above the savings rate (2%).

Earnings vs Market: IVZ's earnings (10.5% per year) are forecast to grow slower than the US market (15% per year).

High Growth Earnings: IVZ's earnings are forecast to grow, but not significantly.

Revenue vs Market: IVZ's revenue (2.7% per year) is forecast to grow slower than the US market (9.9% per year).

High Growth Revenue: IVZ's revenue (2.7% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: IVZ's Return on Equity is forecast to be low in 3 years time (9.5%).


Past Performance

How has Invesco performed over the past 5 years?

-10.1%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: IVZ has high quality earnings.

Growing Profit Margin: IVZ's current net profit margins (16%) are higher than last year (7.2%).


Past Earnings Growth Analysis

Earnings Trend: IVZ's earnings have declined by 10.1% per year over the past 5 years.

Accelerating Growth: IVZ's earnings growth over the past year (121.6%) exceeds its 5-year average (-10.1% per year).

Earnings vs Industry: IVZ earnings growth over the past year (121.6%) exceeded the Capital Markets industry 77.5%.


Return on Equity

High ROE: IVZ's Return on Equity (9.4%) is considered low.


Financial Health

How is Invesco's financial position?


Financial Position Analysis

Short Term Liabilities: IVZ's short term assets ($15.1B) exceed its short term liabilities ($2.2B).

Long Term Liabilities: IVZ's short term assets ($15.1B) do not cover its long term liabilities ($15.2B).


Debt to Equity History and Analysis

Debt Level: IVZ's debt to equity ratio (13.2%) is considered satisfactory.

Reducing Debt: IVZ's debt to equity ratio has reduced from 25.8% to 13.2% over the past 5 years.

Debt Coverage: IVZ's debt is well covered by operating cash flow (69.6%).

Interest Coverage: IVZ earns more interest than it pays, so coverage of interest payments is not a concern.


Balance Sheet


Dividend

What is Invesco current dividend yield, its reliability and sustainability?

2.48%

Current Dividend Yield


Dividend Yield vs Market

Notable Dividend: IVZ's dividend (2.48%) is higher than the bottom 25% of dividend payers in the US market (1.28%).

High Dividend: IVZ's dividend (2.48%) is low compared to the top 25% of dividend payers in the US market (3.48%).


Stability and Growth of Payments

Stable Dividend: IVZ's dividends per share have been stable in the past 10 years.

Growing Dividend: IVZ's dividend payments have increased over the past 10 years.


Current Payout to Shareholders

Dividend Coverage: With its reasonably low payout ratio (28.9%), IVZ's dividend payments are well covered by earnings.


Future Payout to Shareholders

Future Dividend Coverage: IVZ's dividends in 3 years are forecast to be well covered by earnings (25.2% payout ratio).


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

4.6yrs

Average management tenure


CEO

US$11,747,102

Compensation

Mr. Martin L. Flanagan, CFA, CPA, also known as Marty, is the President, Chief Executive Officer and Director of Invesco Ltd. since August 1, 2005. Previously, Mr. Flanagan served as the Chief Executive Of...


CEO Compensation Analysis

Compensation vs Market: Marty's total compensation ($USD11.75M) is about average for companies of similar size in the US market ($USD11.17M).

Compensation vs Earnings: Marty's compensation has been consistent with company performance over the past year.


Leadership Team

Experienced Management: IVZ's management team is considered experienced (4.6 years average tenure).


Board Members

Experienced Board: IVZ's board of directors are considered experienced (4.4 years average tenure).


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: IVZ insiders have only sold shares in the past 3 months.


Recent Insider Transactions

Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

Invesco Ltd.'s employee growth, exchange listings and data sources


Key Information

  • Name: Invesco Ltd.
  • Ticker: IVZ
  • Exchange: NYSE
  • Founded: 1935
  • Industry: Asset Management and Custody Banks
  • Sector: Diversified Financials
  • Market Cap: US$11.535b
  • Shares outstanding: 461.39m
  • Website: https://www.invesco.com

Number of Employees


Location

  • Invesco Ltd.
  • Two Peachtree Pointe
  • 1555 Peachtree Street, NE, Suite 1800
  • Atlanta
  • Georgia
  • 30309
  • United States

Listings


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2021/10/21 22:55
End of Day Share Price2021/10/21 00:00
Earnings2021/06/30
Annual Earnings2020/12/31


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Sours: https://simplywall.st/stocks/us/diversified-financials/nyse-ivz/invesco

Invesco buy is a good

Invesco Ltd. (IVZ)

(Delayed Data from NYSE)

$25.12 USD

25.12

3,389,519

Updated Oct 22, 2021 04:02 PM ET

After-Market: $25.12 0.00 (0.00%) 4:58 PM ET

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks RankDefinitionAnnualized Return
1Strong Buy25.60%
2Buy19.21%
3Hold10.85%
4Sell6.62%
5Strong Sell3.32%
S&P50011.33%

Zacks Rank Education - Learn about the Zacks Rank

Zacks Rank Home - Zacks Rank resources in one place

Zacks Premium - The only way to fully access the Zacks Rank

3-Hold of 5  3  

The Style Scores are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The scores are based on the trading styles of Value, Growth, and Momentum. There's also a VGM Score ('V' for Value, 'G' for Growth and 'M' for Momentum), which combines the weighted average of the individual style scores into one score.

Value ScoreA
Growth ScoreA
Momentum ScoreA
VGM ScoreA

Within each Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A, is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

Zacks Style Scores Education - Learn more about the Zacks Style Scores

A Value |C Growth |F Momentum |B VGM

The Zacks Industry Rank assigns a rating to each of the 265 X (Expanded) Industries based on their average Zacks Rank.

An industry with a larger percentage of Zacks Rank #1's and #2's will have a better average Zacks Rank than one with a larger percentage of Zacks Rank #4's and #5's.

The industry with the best average Zacks Rank would be considered the top industry (1 out of 265), which would place it in the top 1% of Zacks Ranked Industries. The industry with the worst average Zacks Rank (265 out of 265) would place in the bottom 1%.

Zacks Rank Education -- Learn more about the Zacks Rank
Zacks Industry Rank Education -- Learn more about the Zacks Industry Rank

Top 40% (101 out of 251)

Industry: Financial - Investment Management

Zacks' proprietary data indicates that Invesco Ltd. is currently rated as a Zacks Rank 3 and we are expecting an inline return from the IVZ shares relative to the market in the next few months. In addition, Invesco Ltd. has a VGM Score of B (this is a weighted average of the individual Style Scores which allow you to focus on the stocks that best fit your personal trading style). Valuation metrics show that Invesco Ltd. may be undervalued. Its Value Score of A indicates it would be a good pick for value investors. The financial health and growth prospects of IVZ, demonstrate its potential to outperform the market. It currently has a Growth Score of C. Recent price changes and earnings estimate revisions indicate this would not be a good stock for momentum investors with a Momentum Score of F.

Research for IVZ

The Zacks Equity Research reports, or ZER for short, are our in-house, independently produced research reports.

The ever popular one-page Snapshot reports are generated for virtually every single Zacks Ranked stock. It's packed with all of the company's key stats and salient decision making information. Including the Zacks Rank, Zacks Industry Rank, Style Scores, the Price, Consensus & Surprise chart, graphical estimate analysis and how a stocks stacks up to its peers.

The detailed multi-page Analyst report does an even deeper dive on the company's vital statistics. In addition to all of the proprietary analysis in the Snapshot, the report also visually displays the four components of the Zacks Rank (Agreement, Magnitude, Upside and Surprise); provides a comprehensive overview of the company business drivers, complete with earnings and sales charts; a recap of their last earnings report; and a bulleted list of reasons to buy or sell the stock. It also includes an industry comparison table to see how your stock compares to its expanded industry, and the S&P 500.

Researching stocks has never been so easy or insightful as with the ZER Analyst and Snapshot reports.

Learn more about Zacks Equity Research reports

See more Zacks Equity Research reports

  

The Value Scorecard identifies the stocks most likely to outperform based on its valuation metrics. This list of both classic and unconventional valuation items helps separate which stocks are overvalued, rightly lowly valued, and temporarily undervalued which are poised to move higher.

The respective items are ranked and graded into five groups: A, B, C, D and F. An A is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

Value ScoreA

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B.

The Value Scorecard table also displays the values for its respective Industry along with the values and Value Score of its three closest peers.

Zacks Style Scores Education - Learn more about the Zacks Style Scores

Value Style - Learn more about the Value Style

The Growth Scorecard evaluates sales and earnings growth along with other important growth measures. This includes measuring aspects of the Income Statement, Statement of Cash Flows, the Balance Sheet, and more. Some of the items you'll see in this category might look very familiar, while other items might be quite new to some. But they all have their place in the Growth style.

The respective items are ranked and graded into five groups: A, B, C, D and F. An A is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

Growth ScoreA

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B.

The Growth Scorecard table also displays the values for its respective Industry along with the values and Growth Score of its three closest peers.

Zacks Style Scores Education - Learn more about the Zacks Style Scores

Growth Style - Learn more about the Growth Style

The Momentum Scorecard focuses on price and earnings momentum and indicates when the timing is right to enter a stock. The analyzed items go beyond simple trend analysis. The tested combination of price performance, and earnings momentum (both actual and estimate revisions), creates a powerful timeliness indicator to help you identify stocks on the move so you know when to get in and when to get out.

The respective items are ranked and graded into five groups: A, B, C, D and F. An A is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

Momentum ScoreA

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B.

The Momentum Scorecard table also displays the values for its respective Industry along with the values and Momentum Score of its three closest peers.

Zacks Style Scores Education - Learn more about the Zacks Style Scores

Momentum Style - Learn more about the Momentum Style

Value ScoreIVZ:AIndustry [X]

The X Industry (aka Expanded Industry) is a subset of the M (Medium Sized) Industry, which is a subset of the larger Sector category, which is used to classify all of the stocks in the Zacks Universe. The Zacks database contains over 10,000 stocks. All of those stocks are classified into three groups: Sector, M Industry and X Industry. There are 17 Sectors, 60 different M Industries, and 265 X Industries.

For example, a regional bank would be classified in the Finance Sector. Within the Finance Sector, it would fall into the M Industry of Banks & Thrifts. And within the M Industry, it might further be delineated into the X Industry group called Banks Northeast. This allows the investor to be as broad or as specific as they want to be when selecting stocks.

The X Industry values displayed in this column are the median values for all of the stocks within their respective industry. When evaluating a stock, it can be useful to compare it to its industry as a point of reference. Moreover, when comparing stocks in different industries, it can become even more important to look at the relative measures, since different stocks in different industries have different values that are considered normal.

TROW : CAVAL : ABEN : B
Zacks Rank

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks RankDefinitionAnnualized Return
1Strong Buy25.60%
2Buy19.21%
3Hold10.85%
4Sell6.62%
5Strong Sell3.32%
S&P50011.33%

Zacks Rank Education - Learn about the Zacks Rank

Zacks Rank Home - Zacks Rank resources in one place

Zacks Premium - The way to access to the Zacks Rank

3 323
VGM Score

The VGM Score are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The VGM score is based on the trading styles of Growth, VAlue, and Momentum.

Within the VGM Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy srocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

Zacks Style Scores Education - Learn more about the Zacks Style Scores.

B BBC
Cash/Price

The Cash/Price ratio is calculated as cash and marketable securities per share divided by the stock price. This is also referred to as the cash yield.

Like the earnings yield, which shows the anticipated yield (or return) on a stock based on the earnings and the price paid, the cash yield does the same, but with cash being the numerator instead of earnings. For example, a cash/price ratio, or cash yield, of .08 suggests an 8% return or 8 cents for every $1 of investment.

0.150.150.081.820.29
EV/EBITDA

Enterprise Value / Earnings Before Interest, Taxes, Depreciation and Amortization is a valuation metric used to measure a company's value and is helpful in comparing one stock to another.

Enterprise Value (EV) is Market Capitalization + Debt - Cash. Many investors prefer EV to just Market Cap as a better way to determine the value of a company. EBITDA, as the acronym depicts, is earnings before interest, taxes, depreciation and amortization. That means these items are added back into the net income to produce this earnings number. Since there is a fair amount of discretion in what's included and not included in the 'ITDA' portion of this calculation, it is considered a non-GAAP metric. The EV/EBITDA ratio is a valuation multiple and is often used in addition, or as an alternative, to the P/E ratio. And like the P/E ratio, a lower number is typically considered 'better' than a higher number.

16.158.0312.511.0413.88
PEG Ratio

The PEG ratio is the P/E ratio divided by its growth rate. This ratio essentially compares the P/E to its growth rate, thus, for many, telling a more complete story than just the P/E ratio alone.

Conventional wisdom says that a PEG ratio of 1 or less is considered good (at par or undervalued to its growth rate). A value greater than 1, in general, is not as good (overvalued to its growth rate). For example, a company with a P/E ratio of 25 and a growth rate of 20% would have a PEG ratio of 1.25 (25 / 20 = 1.25). A company with a P/E ratio of 40 and a growth rate of 50% would have a PEG ratio of 0.80 (40 / 50 = 0.80). Traditionally, investors would look at the stock with the lower P/E and deem it a bargain. But when compared to its growth rate, it does't have the earnings growth to justify its P/E. In this example, the one with the P/E of 40 is the better bargain because it is selling at a discount to its growth rate. So the PEG ratio tells you what you're paying for each unit of earnings growth.

1.401.401.76NANA
Price/Book (P/B)

The Price to Book ratio or P/B is calculated as market capitalization divided by its book value. (Book value is defined as total assets minus liabilities, preferred stocks, and intangible assets.) In short, this is how much a company is worth. Investors use this metric to determine how a company's stock price stacks up to its intrinsic value.

A P/B of 1 means it's selling at its per share book value. A P/B of 2 means it's selling at 2 times its book value. A P/B of 0.5 means its selling at half its book value. Note; companies will typically sell for more than their book value in much the same way that a company will sell at a multiple of its earnings. The median P/B ratio for stocks in the S&P is just over 3. While a P/B of less than 3 would mean it's trading at a discount to the market, different industries have different median P/B values. So, as with other valuation metrics, it's a good idea to compare it to its relevant industry.

1.012.175.880.601.33
Price/Cash Flow (P/CF)

The Price to Cash Flow ratio or P/CF is price divided by its cash flow per share. It's another great way to determine whether a company is undervalued or overvalued with the denominator being cash flow.

One of the reasons why some investors prefer the P/CF ratio over the P/E ratio is because the net income of the cash flow portion rightly adds depreciation and amortization back in since these are not cash expenditures. In contrast, the net income that goes into the earnings portion of the P/E ratio does not add these in, thus artificially reducing the income and skewing the P/E ratio. Like the P/E ratio, a lower number is considered better. A value under 20 is generally considered good. Our testing substantiates this with the optimum range for price performance between 0-20.

8.3412.3119.306.309.84
P/E (F1)

The Price to Earnings ratio or P/E is price divided by earnings. It is the most commonly used metric for determining a company's value relative to its earnings. In this example, we are using the consensus earnings estimate for the Current Fiscal Year (F1).

A stock with a P/E ratio of 20, for example, is said to be trading at 20 times its annual earnings. In general, a lower number or multiple is usually considered better that a higher one. Value investors will typically look for stocks with P/E ratios under 20, while growth investors and momentum investors are often willing to pay much more. Aside from using absolute numbers, however, you can also find value by comparing the P/E ratio to its relevant industry and its peers.

8.3812.1015.838.219.11
Price/Sales (P/S)

The Price to Sales ratio or P/S is calculated as price divided by sales. After the P/E ratio, it's one of the most common valuation metrics.

If the P/S ratio is 1, that means you're paying $1 for every $1 of sales the company makes. A P/S ratio of 2 means you're paying $2 for every $1 of sales the company makes. In general, the lower the ratio is the better. For example, a P/S ratio of 0.5 means you're paying 50 cents for every $1 of sales the company makes. One of the reasons some investors prefer the P/S ratio over other metrics like the P/E ratio is because sales are harder to manipulate on an income statement than earnings. While our testing has found that a P/S ratio of <2 is the optimum range for returns, be sure to compare this ratio to its respective industry.

1.773.286.550.851.91
Earnings Yield

The Earnings Yield (also known as the E/P ratio) measures the anticipated yield (or return) an investment in a stock could give you based on the earnings and the price paid. It is essentially the inverse of the P/E ratio. It's calculated as earnings divided by price.

For example, a stock trading at $35 with earnings of $3 would have an earnings yield of 0.0857 or 8.57%. A yield of 8.57% also means 8.57 cents of earnings for $1 of investment. The most common way this ratio is used is to compare it to other stocks and to compare it to the 10 Year T-Bill. Conventional wisdom also has it that if the yield on the stock market (S&P 500 for example) is lower that the yield on the 10 Yr., then stocks would be considered overvalued. Conversely, if the yield on stocks is higher than the 10 Yr., then stocks would be considered undervalued. Since bonds and stocks compete for investors' dollars, a higher yield typically needs to be paid to the stock investor for the extra risk being assumed vs. the virtual risk-free investment offered in U.S.-backed Treasuries.

11.92%8.21%6.31%12.19%10.99%
Debt/Equity

Debt to Equity (or D/E ratio) is total liabilities divided by total shareholder equity. It is used to help gauge a company's financial health.

A higher number means the company has more debt to equity, whereas a lower number means it has less debt to equity. A D/E ratio of 1 means its debt is equivalent to its common equity. When comparing this ratio to different stocks in different industries, take note that some businesses are more capital intensive than others. A D/E ratio of 2 might be par for the course in one industry, while 0.50 would be considered normal for another. So it's a good idea to compare a stock's debt to equity ratio to its industry to see how it stacks up to its peers first.

0.770.060.000.810.58
Cash Flow ($/share)

Cash Flow per share ($/share) calculates the amount of incoming cash vs. the amount of outgoing cash for a company. Cash flow can be found on the cash flow statement. It's then divided by the number of shares outstanding to determine how much cash is generated per share. It's used by investors as a measure of financial health.

Cash is vital to a company in order to finance operations, invest in the business, pay expenses, etc. Since cash can't be manipulated like earnings can, it's a preferred metric for analysts. Using this item along with the 'Current Cash Flow Growth Rate' (in the Growth category above), and the 'Price to Cash Flow ratio' (several items above in this same Value category), will give you a well-rounded indication of the amount of cash they are generating, the rate of their cash flow growth, and the stock price relative to its cash flow.

3.001.5410.600.953.07
Growth ScoreIVZ:CIndustry [X]

The X Industry (aka Expanded Industry) is a subset of the M (Medium Sized) Industry, which is a subset of the larger Sector category, which is used to classify all of the stocks in the Zacks Universe. The Zacks database contains over 10,000 stocks. All of those stocks are classified into three groups: Sector, M Industry and X Industry. There are 17 Sectors, 60 different M Industries, and 265 X Industries.

For example, a regional bank would be classified in the Finance Sector. Within the Finance Sector, it would fall into the M Industry of Banks & Thrifts. And within the M Industry, it might further be delineated into the X Industry group called Banks Northeast. This allows the investor to be as broad or as specific as they want to be when selecting stocks.

The X Industry values displayed in this column are the median values for all of the stocks within their respective industry. When evaluating a stock, it can be useful to compare it to its industry as a point of reference. Moreover, when comparing stocks in different industries, it can become even more important to look at the relative measures, since different stocks in different industries have different values that are considered normal.

TROW : BAVAL : DBEN : C
Zacks Rank

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks RankDefinitionAnnualized Return
1Strong Buy25.60%
2Buy19.21%
3Hold10.85%
4Sell6.62%
5Strong Sell3.32%
S&P50011.33%

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3 323
VGM Score

The VGM Score are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The VGM score is based on the trading styles of Growth, VAlue, and Momentum.

Within the VGM Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy srocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

Zacks Style Scores Education - Learn more about the Zacks Style Scores.

B BBC
Hist. EPS Growth

Historical EPS Growth Rate looks at the average annual (trailing 12 months) EPS growth rate over the last 3-5 years of actual earnings.

This longer-term historical perspective lets the user see how a company has grown over time. Note: there are many factors that can influence the longer-term number, not the least of which is the overall state of the economy (recession will reduce this number for example, while a recovery will inflate it), which can skew comparisons when looking out over shorter time frames. The longer-term perspective helps smooth out short-term events.

-2.42%6.31%20.49%NA%-3.11%
Proj. EPS Growth

Projected EPS Growth looks at the estimated growth rate for one year. It takes the consensus estimate for the current fiscal year (F1) divided by the EPS for the last completed fiscal year (F0) (actual if reported, the consensus if not).

Growth traders and investors will tend to look for growth rates of 20% or higher. That does not mean that all companies with large growth rates will have a favorable Growth Score. Many other growth items are considered as well. But, typically, an aggressive growth trader will be interested in the higher growth rates.

54.51%24.33%34.91%23.73%-0.45%
Curr. Cash Flow Growth

Current Cash Flow Growth measures the percent change in the year over year Cash Flow. Cash Flow is net income plus depreciation and other non-cash charges. A strong cash flow is important for covering interest payments, particularly for highly leveraged companies.

Cash Flow is a measurement of a company's health. It's typically categorized as a valuation metric and is most often quoted as Cash Flow per Share and as a Price to Cash flow ratio. In this case, it's the cash flow growth that's being looked at. A positive change in the cash flow is desired and shows that more 'cash' is coming in than 'cash' going out.

-6.46%12.68%10.83%-18.49%4.05%
Hist. Cash Flow Growth

The Historical Cash Flow Growth is the longer-term (3-5 year annualized) growth rate of the cash flow change. Once again, cash flow is net income plus depreciation and other non-cash charges.

Cash flow itself is an important item on the income statement. While the one year change shows the current conditions, the longer look-back period shows how this metric has changed over time and helps put the current reading into proper perspective. Also, by looking at the rate of this item, rather than the actual dollar value, it makes for easier comparisons across the industry and peers.

3.14%7.55%12.22%1.18%-7.51%
Current Ratio

The Current Ratio is defined as current assets divided by current liabilities. It measures a company's ability to pay short-term obligations. It's also commonly referred to as a 'liquidity ratio'.

A ratio of 1 means a company's assets are equal to its liabilities. Less than 1 means its liabilities exceed its short-term assets (cash, inventory, receivables, etc.). Above 1 means it assets are greater than its liabilities. A ratio of 2 means its assets are twice that of its liabilities. A higher number is better than a lower number. A 'good' number would usually fall within the range of 1.5 to 3. Like most ratios, this number will vary from industry to industry.

2.712.292.901.012.14
Debt/Capital

Debt to Capital (or D/C ratio) is the fraction of debt (including mortgages and long-term leases) to long-term capitalization.

This measure is expressed as a percentage. A higher number means the more debt a company has compared to its capital structure. Investors like this metric as it shows how a company finances its operations, i.e., what percentage is financed thru shareholder equity or debt. A ratio under 40% is generally considered to be good.But note; this ratio can vary widely from industry to industry. So be sure to compare it to its group when comparing stocks in different industries.

37.35%19.31%10.03%44.76%40.28%
Net Margin

Net Margin is defined as net income divided by sales. This shows the percentage of profit a company earns on its sales.

If a company's net margin is 15%, for example, that means its net income (or profit) is 15 cents for every $1 of sales the company makes. A change in margin can reflect either a change in business conditions, or a company's cost controls, or both. If a company's expenses are growing faster than their sales, this will reduce their margins. But note, different industries have different margin rates that are considered good. And margin rates can vary significantly across these different groups. So, when comparing one stock to another in a different industry, it's best make relative comparisons to that stock's respective industry values.

19.60%23.38%41.93%11.15%15.65%
Return on Equity

Return on Equity (or ROE) is calculated as income divided by average shareholder equity (past 12 months, including reinvested earnings). The income number is listed on a company's Income Statement. Shareholder Equity (which is the difference between Total Assets and Total Liabilities) can be found on the Balance Sheet.

ROE is always expressed as a percentage. A company with an ROE of 10%, for example, means it created 10 cents of assets for every $1 of shareholder equity in a given year. Seeing how a company makes use of its equity, and the return generated on it, is an important measure to look at. ROE values, like other values, can vary significantly from one industry to another.

13.73%15.58%35.82%8.17%13.73%
Sales/Assets

The Sales to Assets ratio (or Sales to Total Assets or S/TA for short) shows how much sales are generated from a company's assets. As the name suggests, it's calculated as sales divided by assets. This is also commonly referred to as the Asset Utilization ratio.

A higher number is better than a lower one as it shows how effective a company is at generating revenue from its assets. A sales/assets ratio of 2.50 means the company generated $2.50 in revenue for every $1.00 of assets on its books.

0.190.370.660.080.37
Proj. Sales Growth (F1/F0)

The Projected Sales Growth (F1/F0) looks at the estimated growth rate for the current year. It takes the consensus sales estimate for the current fiscal year (F1) divided by the sales for the last completed fiscal year (F0) (actual if reported, the consensus if not).

While earnings are the driving metric behind stock prices, there wouldn't be any earnings to calculate if there weren't any sales to begin with. Like earnings, a higher growth rate is better than a lower growth rate. Seeing a company's projected sales growth instantly tells you what the outlook is for their products and services. As a point of reference, over the last 10 years, the median sales growth for the stocks in the S&P 500 was 14%. Of course, different industries will have different growth rates that are considered good. So be sure to compare a stock to its industry's growth rate when sizing up stocks from different groups.

-13.89%3.18%23.63%20.07%-1.72%
Momentum ScoreIVZ:FIndustry [X]

The X Industry (aka Expanded Industry) is a subset of the M (Medium Sized) Industry, which is a subset of the larger Sector category, which is used to classify all of the stocks in the Zacks Universe. The Zacks database contains over 10,000 stocks. All of those stocks are classified into three groups: Sector, M Industry and X Industry. There are 17 Sectors, 60 different M Industries, and 265 X Industries.

For example, a regional bank would be classified in the Finance Sector. Within the Finance Sector, it would fall into the M Industry of Banks & Thrifts. And within the M Industry, it might further be delineated into the X Industry group called Banks Northeast. This allows the investor to be as broad or as specific as they want to be when selecting stocks.

The X Industry values displayed in this column are the median values for all of the stocks within their respective industry. When evaluating a stock, it can be useful to compare it to its industry as a point of reference. Moreover, when comparing stocks in different industries, it can become even more important to look at the relative measures, since different stocks in different industries have different values that are considered normal.

TROW : BAVAL : CBEN : F
Zacks Rank

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks RankDefinitionAnnualized Return
1Strong Buy25.60%
2Buy19.21%
3Hold10.85%
4Sell6.62%
5Strong Sell3.32%
S&P50011.33%

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3 323
VGM Score

The VGM Score are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The VGM score is based on the trading styles of Growth, VAlue, and Momentum.

Within the VGM Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy srocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

Zacks Style Scores Education - Learn more about the Zacks Style Scores.

B BBC
Daily Price Chg

The Daily Price Change displays the day's percentage price change using the most recently completed close. This item is updated at 9 pm EST each day.

While the hover-quote on Zacks.com, as well as the various tables, displays the delayed intraday quote and price change, this display shows the daily change as of the most recently completed trading day. This is useful for obvious reasons, but can also put the current day's intraday gains into better context by knowing if the recently completed trading day was up or down.

-1.65%0.00%0.00%-0.50%-0.79%
1 Week Price Chg

The 1 Week Price Change displays the percentage price change over the last 5 trading days using the most recently completed close to the close from 5 days before.

The 1 week price change reflects the collective buying and selling sentiment over the short-term. A strong weekly advance (especially when accompanied by increased volume) is a sought after metric for putting potential momentum stocks onto one's radar. Others will look for a pullback on the week as a good entry point, assuming the longer-term price changes (4 week, 12 weeks, etc.) are strong. The Momentum Score takes all of this and more into account.

-0.68%0.53%3.65%0.17%0.23%
4 Week Price Chg

The 4 Week Price Change displays the percentage price change for the most recently completed 4 weeks (20 trading days).

This is a medium-term price change metric. The 4 week price change is a good reference point for the individual stock and how it's performed in relation to its peers.

0.60%2.23%-3.51%5.27%-3.67%
12 Week Price Chg

The 12 Week Price Change displays the percentage price change over the most recently completed 12 weeks (60 days).

This is a medium-term price change metric (like the 4 week price change). With 12 weeks representing a meaningful part of a year, this time period will show whether a stock has been enjoying strong investor demand, or if it's in consolidation, or distress.

2.67%2.07%0.33%12.59%1.38%
52 Week Price Chg

The 52 Week Price Change displays the percentage price change over the most recently completed 52 weeks (260 trading days).

This is a longer-term price change metric. The 52 week price change is a good reference point. Some investors seek out stocks with the best percentage price change over the last 52 weeks, expecting that momentum to continue. Others look for those that have lagged the market, believing those are the ones ripe for the biggest increases to come. Regardless of the many ways investors use this item, whether looking at a stock's price change, an index's return, or a portfolio manager's performance, this time-frame is a common judging metric in the financial industry.

77.94%43.90%39.81%25.84%30.33%
20 Day Average Volume

The 20 Day Average Volume is the average daily trading volume over the last 20 trading days.

Volume is a useful item in many ways. For one, part of trading is being able to get in and out of a stock easily. If the volume is too light, in absolute terms or for a relatively large position, it could be difficult to execute a trade. This is also useful to know when comparing a stock's daily volume (which can be found on a ticker's hover-quote) to that of its average volume. A rising stock on above average volume is typically a bullish sign whereas a declining stock on above average volume is typically bearish. As they say, 'price follows volume'. The 20 day average establishes this baseline.

3,493,12975,1931,272,776144,5302,581,036
(F1) EPS Est. Wkly Chg

The (F1) EPS Estimate Weekly Change calculates the percentage change in the consensus earnings estimate for the current year (F1) over the last week.

Earnings estimate revisions are the most important factor influencing stocks prices. It's an integral part of the Zacks Rank and a critical part in effective stock evaluation. If a stock's EPS consensus estimate is $1.10 now vs. $1.00 the week before, that will be reflected as a 10% change. If, on the other hand, it went from $1.00 to 90 cents, that would be a -10% change in the consensus estimate revision.

-0.07%0.00%0.36%0.00%-0.08%
(F1) EPS Est. Mthly Chg

The (F1) EPS Estimate Monthly Change calculates the percentage change in the consensus earnings estimate for the current year (F1) over the last 4 weeks.

Seeing a stock's EPS change over 1 week is important. But, it's made even more meaningful when looking at the longer-term 4 week percent change. And, of course, the 4 week change helps put the 1 week change into context.

-1.39%0.00%0.03%0.00%-3.63%
(F1) EPS Est. Qtrly Chg

The (F1) EPS Estimate Quarterly Change calculates the percentage change in the consensus earnings estimate for the current year (F1) over the last 12 weeks.

This time period essentially shows you how the consensus estimate has changed from the time of their last earnings report. Ideally, an investor would like to see a positive EPS change percentage in all periods, i.e., 1 week, 4 weeks, and 12 weeks.

2.19%2.70%2.95%11.45%-3.00%
(Q1) EPS Est. Mthly Chg

The (Q1) EPS Estimate Monthly Change calculates the percentage change in the consensus earnings estimate for the current quarter (Q1) over the last 4 weeks.

While the F1 consensus estimate and revision is a key driver of stock prices, the Q1 consensus is an important item as well, especially over the short-term, and particularly as a stock approaches its earnings date. If a stock's Q1 estimate revision decreases leading up to its earnings release, that's usually a negative sign, whereas an increase is typically a positive sign. The change is made all the more important the closer proximity it is to the stock's earnings date since it is generally believed that the most recent estimates are the most accurate since it's using the most up-to-date information leading up to the report.

-4.01%0.00%-2.35%-9.09%-3.09%

View All Style Scores

The Value Scorecard identifies the stocks most likely to outperform based on its valuation metrics. This list of both classic and unconventional valuation items helps separate which stocks are overvalued, rightly lowly valued, and temporarily undervalued which are poised to move higher.

The respective items are ranked and graded into five groups: A, B, C, D and F. An A is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

Value ScoreA

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B.

The Value Scorecard table also displays the values for its respective Industry along with the values and Value Score of its three closest peers.

Zacks Style Scores Education - Learn more about the Zacks Style Scores

Value Style - Learn more about the Value Style

Value ScoreIVZ:AIndustry [X]

The X Industry (aka Expanded Industry) is a subset of the M (Medium Sized) Industry, which is a subset of the larger Sector category, which is used to classify all of the stocks in the Zacks Universe. The Zacks database contains over 10,000 stocks. All of those stocks are classified into three groups: Sector, M Industry and X Industry. There are 17 Sectors, 60 different M Industries, and 265 X Industries.

For example, a regional bank would be classified in the Finance Sector. Within the Finance Sector, it would fall into the M Industry of Banks & Thrifts. And within the M Industry, it might further be delineated into the X Industry group called Banks Northeast. This allows the investor to be as broad or as specific as they want to be when selecting stocks.

The X Industry values displayed in this column are the median values for all of the stocks within their respective industry. When evaluating a stock, it can be useful to compare it to its industry as a point of reference. Moreover, when comparing stocks in different industries, it can become even more important to look at the relative measures, since different stocks in different industries have different values that are considered normal.

TROW : CAVAL : ABEN : B
Zacks Rank

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks RankDefinitionAnnualized Return
1Strong Buy25.60%
2Buy19.21%
3Hold10.85%
4Sell6.62%
5Strong Sell3.32%
S&P50011.33%

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Zacks Rank Home - Zacks Rank resources in one place

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3 323
VGM Score

The VGM Score are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The VGM score is based on the trading styles of Growth, VAlue, and Momentum.

Within the VGM Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy srocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

Zacks Style Scores Education - Learn more about the Zacks Style Scores.

B BBC
Cash/Price

The Cash/Price ratio is calculated as cash and marketable securities per share divided by the stock price. This is also referred to as the cash yield.

Like the earnings yield, which shows the anticipated yield (or return) on a stock based on the earnings and the price paid, the cash yield does the same, but with cash being the numerator instead of earnings. For example, a cash/price ratio, or cash yield, of .08 suggests an 8% return or 8 cents for every $1 of investment.

0.150.150.081.820.29
EV/EBITDA

Enterprise Value / Earnings Before Interest, Taxes, Depreciation and Amortization is a valuation metric used to measure a company's value and is helpful in comparing one stock to another.

Enterprise Value (EV) is Market Capitalization + Debt - Cash. Many investors prefer EV to just Market Cap as a better way to determine the value of a company. EBITDA, as the acronym depicts, is earnings before interest, taxes, depreciation and amortization. That means these items are added back into the net income to produce this earnings number. Since there is a fair amount of discretion in what's included and not included in the 'ITDA' portion of this calculation, it is considered a non-GAAP metric. The EV/EBITDA ratio is a valuation multiple and is often used in addition, or as an alternative, to the P/E ratio. And like the P/E ratio, a lower number is typically considered 'better' than a higher number.

16.158.0312.511.0413.88
PEG Ratio

The PEG ratio is the P/E ratio divided by its growth rate. This ratio essentially compares the P/E to its growth rate, thus, for many, telling a more complete story than just the P/E ratio alone.

Conventional wisdom says that a PEG ratio of 1 or less is considered good (at par or undervalued to its growth rate). A value greater than 1, in general, is not as good (overvalued to its growth rate). For example, a company with a P/E ratio of 25 and a growth rate of 20% would have a PEG ratio of 1.25 (25 / 20 = 1.25). A company with a P/E ratio of 40 and a growth rate of 50% would have a PEG ratio of 0.80 (40 / 50 = 0.80). Traditionally, investors would look at the stock with the lower P/E and deem it a bargain. But when compared to its growth rate, it does't have the earnings growth to justify its P/E. In this example, the one with the P/E of 40 is the better bargain because it is selling at a discount to its growth rate. So the PEG ratio tells you what you're paying for each unit of earnings growth.

1.401.401.76NANA
Price/Book (P/B)

The Price to Book ratio or P/B is calculated as market capitalization divided by its book value. (Book value is defined as total assets minus liabilities, preferred stocks, and intangible assets.) In short, this is how much a company is worth. Investors use this metric to determine how a company's stock price stacks up to its intrinsic value.

A P/B of 1 means it's selling at its per share book value. A P/B of 2 means it's selling at 2 times its book value. A P/B of 0.5 means its selling at half its book value. Note; companies will typically sell for more than their book value in much the same way that a company will sell at a multiple of its earnings. The median P/B ratio for stocks in the S&P is just over 3. While a P/B of less than 3 would mean it's trading at a discount to the market, different industries have different median P/B values. So, as with other valuation metrics, it's a good idea to compare it to its relevant industry.

1.012.175.880.601.33
Price/Cash Flow (P/CF)

The Price to Cash Flow ratio or P/CF is price divided by its cash flow per share. It's another great way to determine whether a company is undervalued or overvalued with the denominator being cash flow.

One of the reasons why some investors prefer the P/CF ratio over the P/E ratio is because the net income of the cash flow portion rightly adds depreciation and amortization back in since these are not cash expenditures. In contrast, the net income that goes into the earnings portion of the P/E ratio does not add these in, thus artificially reducing the income and skewing the P/E ratio. Like the P/E ratio, a lower number is considered better. A value under 20 is generally considered good. Our testing substantiates this with the optimum range for price performance between 0-20.

8.3412.3119.306.309.84
P/E (F1)

The Price to Earnings ratio or P/E is price divided by earnings. It is the most commonly used metric for determining a company's value relative to its earnings. In this example, we are using the consensus earnings estimate for the Current Fiscal Year (F1).

A stock with a P/E ratio of 20, for example, is said to be trading at 20 times its annual earnings. In general, a lower number or multiple is usually considered better that a higher one. Value investors will typically look for stocks with P/E ratios under 20, while growth investors and momentum investors are often willing to pay much more. Aside from using absolute numbers, however, you can also find value by comparing the P/E ratio to its relevant industry and its peers.

8.3812.1015.838.219.11
Price/Sales (P/S)

The Price to Sales ratio or P/S is calculated as price divided by sales. After the P/E ratio, it's one of the most common valuation metrics.

If the P/S ratio is 1, that means you're paying $1 for every $1 of sales the company makes. A P/S ratio of 2 means you're paying $2 for every $1 of sales the company makes. In general, the lower the ratio is the better. For example, a P/S ratio of 0.5 means you're paying 50 cents for every $1 of sales the company makes. One of the reasons some investors prefer the P/S ratio over other metrics like the P/E ratio is because sales are harder to manipulate on an income statement than earnings. While our testing has found that a P/S ratio of <2 is the optimum range for returns, be sure to compare this ratio to its respective industry.

1.773.286.550.851.91
Earnings Yield

The Earnings Yield (also known as the E/P ratio) measures the anticipated yield (or return) an investment in a stock could give you based on the earnings and the price paid. It is essentially the inverse of the P/E ratio. It's calculated as earnings divided by price.

For example, a stock trading at $35 with earnings of $3 would have an earnings yield of 0.0857 or 8.57%. A yield of 8.57% also means 8.57 cents of earnings for $1 of investment. The most common way this ratio is used is to compare it to other stocks and to compare it to the 10 Year T-Bill. Conventional wisdom also has it that if the yield on the stock market (S&P 500 for example) is lower that the yield on the 10 Yr., then stocks would be considered overvalued. Conversely, if the yield on stocks is higher than the 10 Yr., then stocks would be considered undervalued. Since bonds and stocks compete for investors' dollars, a higher yield typically needs to be paid to the stock investor for the extra risk being assumed vs. the virtual risk-free investment offered in U.S.-backed Treasuries.

11.92%8.21%6.31%12.19%10.99%
Debt/Equity

Debt to Equity (or D/E ratio) is total liabilities divided by total shareholder equity. It is used to help gauge a company's financial health.

A higher number means the company has more debt to equity, whereas a lower number means it has less debt to equity. A D/E ratio of 1 means its debt is equivalent to its common equity. When comparing this ratio to different stocks in different industries, take note that some businesses are more capital intensive than others. A D/E ratio of 2 might be par for the course in one industry, while 0.50 would be considered normal for another. So it's a good idea to compare a stock's debt to equity ratio to its industry to see how it stacks up to its peers first.

0.770.060.000.810.58
Cash Flow ($/share)

Cash Flow per share ($/share) calculates the amount of incoming cash vs. the amount of outgoing cash for a company. Cash flow can be found on the cash flow statement. It's then divided by the number of shares outstanding to determine how much cash is generated per share. It's used by investors as a measure of financial health.

Cash is vital to a company in order to finance operations, invest in the business, pay expenses, etc. Since cash can't be manipulated like earnings can, it's a preferred metric for analysts. Using this item along with the 'Current Cash Flow Growth Rate' (in the Growth category above), and the 'Price to Cash Flow ratio' (several items above in this same Value category), will give you a well-rounded indication of the amount of cash they are generating, the rate of their cash flow growth, and the stock price relative to its cash flow.

3.001.5410.600.953.07

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The Growth Scorecard evaluates sales and earnings growth along with other important growth measures. This includes measuring aspects of the Income Statement, Statement of Cash Flows, the Balance Sheet, and more. Some of the items you'll see in this category might look very familiar, while other items might be quite new to some. But they all have their place in the Growth style.

The respective items are ranked and graded into five groups: A, B, C, D and F. An A is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

Growth ScoreA

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B.

The Growth Scorecard table also displays the values for its respective Industry along with the values and Growth Score of its three closest peers.

Zacks Style Scores Education - Learn more about the Zacks Style Scores

Growth Style - Learn more about the Growth Style

Growth ScoreIVZ:CIndustry [X]

The X Industry (aka Expanded Industry) is a subset of the M (Medium Sized) Industry, which is a subset of the larger Sector category, which is used to classify all of the stocks in the Zacks Universe. The Zacks database contains over 10,000 stocks. All of those stocks are classified into three groups: Sector, M Industry and X Industry. There are 17 Sectors, 60 different M Industries, and 265 X Industries.

For example, a regional bank would be classified in the Finance Sector. Within the Finance Sector, it would fall into the M Industry of Banks & Thrifts. And within the M Industry, it might further be delineated into the X Industry group called Banks Northeast. This allows the investor to be as broad or as specific as they want to be when selecting stocks.

The X Industry values displayed in this column are the median values for all of the stocks within their respective industry. When evaluating a stock, it can be useful to compare it to its industry as a point of reference. Moreover, when comparing stocks in different industries, it can become even more important to look at the relative measures, since different stocks in different industries have different values that are considered normal.

TROW : BAVAL : DBEN : C
Zacks Rank

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks RankDefinitionAnnualized Return
1Strong Buy25.60%
2Buy19.21%
3Hold10.85%
4Sell6.62%
5Strong Sell3.32%
S&P50011.33%

Zacks Rank Education - Learn about the Zacks Rank

Zacks Rank Home - Zacks Rank resources in one place

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3 323
VGM Score

The VGM Score are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The VGM score is based on the trading styles of Growth, VAlue, and Momentum.

Within the VGM Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy srocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

Zacks Style Scores Education - Learn more about the Zacks Style Scores.

B BBC
Hist. EPS Growth

Historical EPS Growth Rate looks at the average annual (trailing 12 months) EPS growth rate over the last 3-5 years of actual earnings.

This longer-term historical perspective lets the user see how a company has grown over time. Note: there are many factors that can influence the longer-term number, not the least of which is the overall state of the economy (recession will reduce this number for example, while a recovery will inflate it), which can skew comparisons when looking out over shorter time frames. The longer-term perspective helps smooth out short-term events.

-2.42%6.31%20.49%NA%-3.11%
Proj. EPS Growth

Projected EPS Growth looks at the estimated growth rate for one year. It takes the consensus estimate for the current fiscal year (F1) divided by the EPS for the last completed fiscal year (F0) (actual if reported, the consensus if not).

Growth traders and investors will tend to look for growth rates of 20% or higher. That does not mean that all companies with large growth rates will have a favorable Growth Score. Many other growth items are considered as well. But, typically, an aggressive growth trader will be interested in the higher growth rates.

54.51%24.33%34.91%23.73%-0.45%
Curr. Cash Flow Growth

Current Cash Flow Growth measures the percent change in the year over year Cash Flow. Cash Flow is net income plus depreciation and other non-cash charges. A strong cash flow is important for covering interest payments, particularly for highly leveraged companies.

Cash Flow is a measurement of a company's health. It's typically categorized as a valuation metric and is most often quoted as Cash Flow per Share and as a Price to Cash flow ratio. In this case, it's the cash flow growth that's being looked at. A positive change in the cash flow is desired and shows that more 'cash' is coming in than 'cash' going out.

-6.46%12.68%10.83%-18.49%4.05%
Hist. Cash Flow Growth

The Historical Cash Flow Growth is the longer-term (3-5 year annualized) growth rate of the cash flow change. Once again, cash flow is net income plus depreciation and other non-cash charges.

Cash flow itself is an important item on the income statement. While the one year change shows the current conditions, the longer look-back period shows how this metric has changed over time and helps put the current reading into proper perspective. Also, by looking at the rate of this item, rather than the actual dollar value, it makes for easier comparisons across the industry and peers.

3.14%7.55%12.22%1.18%-7.51%
Current Ratio

The Current Ratio is defined as current assets divided by current liabilities. It measures a company's ability to pay short-term obligations. It's also commonly referred to as a 'liquidity ratio'.

A ratio of 1 means a company's assets are equal to its liabilities. Less than 1 means its liabilities exceed its short-term assets (cash, inventory, receivables, etc.). Above 1 means it assets are greater than its liabilities. A ratio of 2 means its assets are twice that of its liabilities. A higher number is better than a lower number. A 'good' number would usually fall within the range of 1.5 to 3. Like most ratios, this number will vary from industry to industry.

2.712.292.901.012.14
Debt/Capital

Debt to Capital (or D/C ratio) is the fraction of debt (including mortgages and long-term leases) to long-term capitalization.

This measure is expressed as a percentage. A higher number means the more debt a company has compared to its capital structure. Investors like this metric as it shows how a company finances its operations, i.e., what percentage is financed thru shareholder equity or debt. A ratio under 40% is generally considered to be good.But note; this ratio can vary widely from industry to industry. So be sure to compare it to its group when comparing stocks in different industries.

37.35%19.31%10.03%44.76%40.28%
Net Margin

Net Margin is defined as net income divided by sales. This shows the percentage of profit a company earns on its sales.

If a company's net margin is 15%, for example, that means its net income (or profit) is 15 cents for every $1 of sales the company makes. A change in margin can reflect either a change in business conditions, or a company's cost controls, or both. If a company's expenses are growing faster than their sales, this will reduce their margins. But note, different industries have different margin rates that are considered good. And margin rates can vary significantly across these different groups. So, when comparing one stock to another in a different industry, it's best make relative comparisons to that stock's respective industry values.

19.60%23.38%41.93%11.15%15.65%
Return on Equity

Return on Equity (or ROE) is calculated as income divided by average shareholder equity (past 12 months, including reinvested earnings). The income number is listed on a company's Income Statement. Shareholder Equity (which is the difference between Total Assets and Total Liabilities) can be found on the Balance Sheet.

ROE is always expressed as a percentage. A company with an ROE of 10%, for example, means it created 10 cents of assets for every $1 of shareholder equity in a given year. Seeing how a company makes use of its equity, and the return generated on it, is an important measure to look at. ROE values, like other values, can vary significantly from one industry to another.

13.73%15.58%35.82%8.17%13.73%
Sales/Assets

The Sales to Assets ratio (or Sales to Total Assets or S/TA for short) shows how much sales are generated from a company's assets. As the name suggests, it's calculated as sales divided by assets. This is also commonly referred to as the Asset Utilization ratio.

A higher number is better than a lower one as it shows how effective a company is at generating revenue from its assets. A sales/assets ratio of 2.50 means the company generated $2.50 in revenue for every $1.00 of assets on its books.

0.190.370.660.080.37
Proj. Sales Growth (F1/F0)

The Projected Sales Growth (F1/F0) looks at the estimated growth rate for the current year. It takes the consensus sales estimate for the current fiscal year (F1) divided by the sales for the last completed fiscal year (F0) (actual if reported, the consensus if not).

While earnings are the driving metric behind stock prices, there wouldn't be any earnings to calculate if there weren't any sales to begin with. Like earnings, a higher growth rate is better than a lower growth rate. Seeing a company's projected sales growth instantly tells you what the outlook is for their products and services. As a point of reference, over the last 10 years, the median sales growth for the stocks in the S&P 500 was 14%. Of course, different industries will have different growth rates that are considered good. So be sure to compare a stock to its industry's growth rate when sizing up stocks from different groups.

-13.89%3.18%23.63%20.07%-1.72%

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The Momentum Scorecard focuses on price and earnings momentum and indicates when the timing is right to enter a stock. The analyzed items go beyond simple trend analysis. The tested combination of price performance, and earnings momentum (both actual and estimate revisions), creates a powerful timeliness indicator to help you identify stocks on the move so you know when to get in and when to get out.

The respective items are ranked and graded into five groups: A, B, C, D and F. An A is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

Momentum ScoreA

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B.

The Momentum Scorecard table also displays the values for its respective Industry along with the values and Momentum Score of its three closest peers.

Zacks Style Scores Education - Learn more about the Zacks Style Scores

Momentum Style - Learn more about the Momentum Style

Momentum ScoreIVZ:FIndustry [X]

The X Industry (aka Expanded Industry) is a subset of the M (Medium Sized) Industry, which is a subset of the larger Sector category, which is used to classify all of the stocks in the Zacks Universe. The Zacks database contains over 10,000 stocks. All of those stocks are classified into three groups: Sector, M Industry and X Industry. There are 17 Sectors, 60 different M Industries, and 265 X Industries.

For example, a regional bank would be classified in the Finance Sector. Within the Finance Sector, it would fall into the M Industry of Banks & Thrifts. And within the M Industry, it might further be delineated into the X Industry group called Banks Northeast. This allows the investor to be as broad or as specific as they want to be when selecting stocks.

The X Industry values displayed in this column are the median values for all of the stocks within their respective industry. When evaluating a stock, it can be useful to compare it to its industry as a point of reference. Moreover, when comparing stocks in different industries, it can become even more important to look at the relative measures, since different stocks in different industries have different values that are considered normal.

TROW : BAVAL : CBEN : F
Zacks Rank

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks RankDefinitionAnnualized Return
1Strong Buy25.60%
2Buy19.21%
3Hold10.85%
4Sell6.62%
5Strong Sell3.32%
S&P50011.33%

Zacks Rank Education - Learn about the Zacks Rank

Zacks Rank Home - Zacks Rank resources in one place

Zacks Premium - The way to access to the Zacks Rank

3 323
VGM Score

The VGM Score are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The VGM score is based on the trading styles of Growth, VAlue, and Momentum.

Within the VGM Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy srocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

Zacks Style Scores Education - Learn more about the Zacks Style Scores.

B BBC
Daily Price Chg

The Daily Price Change displays the day's percentage price change using the most recently completed close. This item is updated at 9 pm EST each day.

While the hover-quote on Zacks.com, as well as the various tables, displays the delayed intraday quote and price change, this display shows the daily change as of the most recently completed trading day. This is useful for obvious reasons, but can also put the current day's intraday gains into better context by knowing if the recently completed trading day was up or down.

-1.65%0.00%0.00%-0.50%-0.79%
1 Week Price Chg

The 1 Week Price Change displays the percentage price change over the last 5 trading days using the most recently completed close to the close from 5 days before.

The 1 week price change reflects the collective buying and selling sentiment over the short-term. A strong weekly advance (especially when accompanied by increased volume) is a sought after metric for putting potential momentum stocks onto one's radar. Others will look for a pullback on the week as a good entry point, assuming the longer-term price changes (4 week, 12 weeks, etc.) are strong. The Momentum Score takes all of this and more into account.

-0.68%0.53%3.65%0.17%0.23%
4 Week Price Chg

The 4 Week Price Change displays the percentage price change for the most recently completed 4 weeks (20 trading days).

This is a medium-term price change metric. The 4 week price change is a good reference point for the individual stock and how it's performed in relation to its peers.

0.60%2.23%-3.51%5.27%-3.67%
12 Week Price Chg

The 12 Week Price Change displays the percentage price change over the most recently completed 12 weeks (60 days).

This is a medium-term price change metric (like the 4 week price change). With 12 weeks representing a meaningful part of a year, this time period will show whether a stock has been enjoying strong investor demand, or if it's in consolidation, or distress.

2.67%2.07%0.33%12.59%1.38%
52 Week Price Chg

The 52 Week Price Change displays the percentage price change over the most recently completed 52 weeks (260 trading days).

This is a longer-term price change metric. The 52 week price change is a good reference point. Some investors seek out stocks with the best percentage price change over the last 52 weeks, expecting that momentum to continue. Others look for those that have lagged the market, believing those are the ones ripe for the biggest increases to come. Regardless of the many ways investors use this item, whether looking at a stock's price change, an index's return, or a portfolio manager's performance, this time-frame is a common judging metric in the financial industry.

77.94%43.90%39.81%25.84%30.33%
20 Day Average Volume

The 20 Day Average Volume is the average daily trading volume over the last 20 trading days.

Volume is a useful item in many ways. For one, part of trading is being able to get in and out of a stock easily. If the volume is too light, in absolute terms or for a relatively large position, it could be difficult to execute a trade. This is also useful to know when comparing a stock's daily volume (which can be found on a ticker's hover-quote) to that of its average volume. A rising stock on above average volume is typically a bullish sign whereas a declining stock on above average volume is typically bearish. As they say, 'price follows volume'. The 20 day average establishes this baseline.

3,493,12975,1931,272,776144,5302,581,036
(F1) EPS Est. Wkly Chg

The (F1) EPS Estimate Weekly Change calculates the percentage change in the consensus earnings estimate for the current year (F1) over the last week.

Earnings estimate revisions are the most important factor influencing stocks prices. It's an integral part of the Zacks Rank and a critical part in effective stock evaluation. If a stock's EPS consensus estimate is $1.10 now vs. $1.00 the week before, that will be reflected as a 10% change. If, on the other hand, it went from $1.00 to 90 cents, that would be a -10% change in the consensus estimate revision.

-0.07%0.00%0.36%0.00%-0.08%
(F1) EPS Est. Mthly Chg

The (F1) EPS Estimate Monthly Change calculates the percentage change in the consensus earnings estimate for the current year (F1) over the last 4 weeks.

Seeing a stock's EPS change over 1 week is important. But, it's made even more meaningful when looking at the longer-term 4 week percent change. And, of course, the 4 week change helps put the 1 week change into context.

-1.39%0.00%0.03%0.00%-3.63%
(F1) EPS Est. Qtrly Chg

The (F1) EPS Estimate Quarterly Change calculates the percentage change in the consensus earnings estimate for the current year (F1) over the last 12 weeks.

This time period essentially shows you how the consensus estimate has changed from the time of their last earnings report. Ideally, an investor would like to see a positive EPS change percentage in all periods, i.e., 1 week, 4 weeks, and 12 weeks.

2.19%2.70%2.95%11.45%-3.00%
(Q1) EPS Est. Mthly Chg

The (Q1) EPS Estimate Monthly Change calculates the percentage change in the consensus earnings estimate for the current quarter (Q1) over the last 4 weeks.

While the F1 consensus estimate and revision is a key driver of stock prices, the Q1 consensus is an important item as well, especially over the short-term, and particularly as a stock approaches its earnings date. If a stock's Q1 estimate revision decreases leading up to its earnings release, that's usually a negative sign, whereas an increase is typically a positive sign. The change is made all the more important the closer proximity it is to the stock's earnings date since it is generally believed that the most recent estimates are the most accurate since it's using the most up-to-date information leading up to the report.

-4.01%0.00%-2.35%-9.09%-3.09%

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Sours: https://www.zacks.com/stock/research/IVZ/stock-style-scores
Invesco QQQ Trust ETF Review

Invesco Stock Buy Hold or Sell Recommendation

Quick AdviceConsensusNews TimelineEarnings EstimateCalendarExposure

IVZ -  USA Stock  

USD 25.13  0.13  0.52%

Considering the 90-day investment horizon and your slightly conservative level of risk, our recommendation regarding Invesco Plc is 'Strong Hold'. Macroaxis provides Invesco Plc buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding IVZ positions. The advice algorithm takes into account all of Invesco Plc's available fundamental, technical, and predictive indicators you will find on this site.

The advice is provided from Invesco Plc's buy-and-hold perspective. Please see Invesco Plc Analyst Recommendationto compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratingstool. We conduct extensive research on individual companies such as Invesco and provide practical buy, sell, or hold advice based on selected investing horizon and risk tolerance towards Invesco Plc.

Execute Invesco Plc Buy or Sell Advice

The Invesco recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Invesco Plc. Macroaxis does not own or have any residual interests in Invesco Plc or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Invesco Plc's advice using the current market data and latest reported fundamentals.

Sell Invesco PlcBuy Invesco Plc

Strong Hold

For the selected time horizon Invesco Plc has a Risk Adjusted Performance of 0.0018, Jensen Alpha of (0.08), Total Risk Alpha of (0.11)and Treynor Ratio of (0.012601)

Our trade recommendations module complements current analysts and expert consensus on Invesco Plc. It analyzes the firm potential to grow using all fundamental, technical, and market related data available at the time. To make sure Invesco Plc is not overpriced, please check out all Invesco Plc fundamentals, including its current ratio, and the relationship between the ebitda and number of employees . Given that Invesco Plc has a price to earning of 16.40 X, we strongly advise you to confirm Invesco Plc market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your regular risk tolerance and investing horizon.

Invesco Plc Trading Alerts and Improvement Suggestions

Invesco Plc current analysts advice

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Invesco analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Invesco analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.

Invesco Plc Returns Distribution Density

The distribution of Invesco Plc's historical returns is an attempt to chart the future uncertainty of Invesco Plc's future price movements. The chart of the probability distribution of Invesco Plc stock daily returns describes the distribution of returns around its average expected value. We use Invesco Plc price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Invesco Plc returns is essential to provide solid investment advice for Invesco Plc stock.

 Return Density 

      Distribution 

Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Invesco Plc historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Invesco Plc Cash Flow Accounts

Backtest Invesco Plc

Invesco Plc Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Invesco Plc or Financial Services sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Invesco Plc stock's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Invesco stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.

Invesco Plc Volatility Alert

Invesco Plc exhibits very low volatility with skewness of -0.49 and kurtosis of 2.86. However, we advise investors to further study Invesco Plc technical indicators to make sure all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Invesco Plc's stock risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact Invesco Plc's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Invesco Plc Fundamentals Vs Peers

Comparing Invesco Plc's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Invesco Plc's direct or indirect competition across all of the common fundamentals between Invesco Plc and the related equities. This way, we can detect undervalued stocks with similar characteristics as Invesco Plc or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Invesco Plc's fundamental indicators could also be used in its relative valuation, which is a method of valuing Invesco Plc by comparing valuation metrics with those of similar companies.

   Invesco Plc exotic insider transaction detected [view details]

Invesco Plc Market Momentum

About Invesco Plc Buy or Sell Advice

When is the right time to buy or sell Invesco Plc? Buying financial instruments such as Invesco Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Although Invesco Plc investors may find it confusing at the beginning, most of our advising modules are very easy to use and apply.

Please read more on our stock advisorpage.

Current AssetsTotal Assets


Use Investing Ideas to Build Portfolios

In addition to having Invesco Plc in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.
Cars
Cars Theme

Domestic and international companies involved in manufacturing and serving automobiles and trucks. Cars theme has 30 constituents.

Please see Invesco Plc Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the Invesco Plc information on this page should be used as a complementary analysis to other Invesco Plc's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.

Complementary Tools for Invesco Stock analysis

When running Invesco Plc price analysis, check to measure Invesco Plc's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Invesco Plc is operating at the current time. Most of Invesco Plc's value examination focuses on studying past and present price action to predict the probability of Invesco Plc's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Invesco Plc's price. Additionally, you may evaluate how the addition of Invesco Plc to your portfolios can decrease your overall portfolio volatility.

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The market value of Invesco Plc is measured differently than its book value, which is the value of Invesco that is recorded on the company's balance sheet. Investors also form their own opinion of Invesco Plc's value that differs from its market value or its book value, called intrinsic value, which is Invesco Plc's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Invesco Plc's market value can be influenced by many factors that don't directly affect Invesco Plc underlying business (such as pandemic or basic market pessimism), market value can vary widely from intrinsic value.

Please note, there is a significant difference between Invesco Plc's value and its price as these two are different measures arrived at by different means. Investors typically determine Invesco Plc value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Plc's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Sours: https://www.macroaxis.com/invest/advice/IVZ

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Is Invesco the Value Stock for You?

The asset manager has seen its stock price rise soar in 2021, but it may still have room to run.

Dave Kovaleski
Author Bio
Dave mainly covers financial stocks, primarily banks and asset managers, and investment planning. He's covered mutual funds and institutional investments for Pensions & Investments, personal finance for S&P, and money markets and bonds for Crane Data. Dave has been a Fool since 2014.
Follow @dhkovaleski

Asset management firm Invesco(NYSE:IVZ) doesnʻt get the same attention given to some of its peers, but over the past decade it has quietly gained market share from them. The company has had a breakout year so far, with its stock price up 68% year to date through Friday's close, beating its major competitors, including BlackRock and T. Rowe Price.

While Invesco has enjoyed a great run this year, it is still available at a very favorable valuation. Let's take a closer look at this company to see if it's the right value stock for you.

A man and a woman sitting in an office setting looking at a woman who appears to be answering a question or telling them something.

Image source: Getty Images.

Growing market share through ETFs

Invesco has steadily gained market share over the past decade. At the end of 2009, it was the 35th-largest asset manager, and by the end of 2017 it was up to No. 25. At the end of this year's first quarter, Invesco had grown to be the 16th-largest, with about $1.4 trillion in assets under management.

Invesco's gains have largely been driven by its success with exchange-traded funds (ETFs). ETFs have enjoyed a meteoric rise over the past decade and are expected to grow exponentially over the next decade. Currently, there's more than $5 trillion in ETF assets in the U.S., and some estimates suggest it could grow tenfold to $50 trillion by 2030.

As the fourth-largest manager of ETF assets, Invesco is in prime position to grow with the market. At the end of 2020, it had about $294 billion in ETF assets, behind only BlackRock, Vanguard, and State Street. Its Invesco QQQ ETF is one of the largest and fastest-growing on the market. It is the fifth-largest ETF, with $160 billion in assets, and in 2020 had the fourth-most net inflows, with $16.7 billion coming into the fund. The QQQ is a household name among investors, mainly because of its superior performance. Through March 31, the QQQ had a five-year annualized return of 25% and a 10-year annualized return of 20%.

Invesco had a strong first quarter, with a record $24.5 billion in net inflows, led by its ETFs, which had $16.8 billion in net inflows. This drove net revenues 9.2% higher year over year to $1.25 billion and net income 104% higher to $316 million, or $0.68 per share.

Low valuation and M&A?

For all its growth, Invesco remains undervalued by the market. It is trading at about 19 times earnings but has a forward price-to-earnings (P/E) ratio of about 10. It also has a low price-to-book (P/B) ratio of just under 1.3, with a P/B value of around $22 per share. That has jumped significantly since mid-February, when the stock was trading at about three-quarters of book value, but it's still low.

Invesco has also been involved in persistent rumors that it could be part of a merger or acquisition. The asset management industry is in a period of consolidation, with a number of deals in the past year as firms look to scale up. The name tied to Invesco is Janus Henderson, which has struggled in recent years. The rumors persist because last year, hedge fund manager Nelson Peltz of Trian Fund Management bought 10% stakes in both companies, and Trian has a history of activism -- in 2019, the firm bought a stake in Legg Mason, which was acquired in 2020 by Franklin Resources. The speculation has been well received by the market, as it has helped juice Invescoʻs excellent performance this year.

Invesco has carved out a terrific niche in ETFs, and as one of the leading managers in that space, it is in a good position to ride the ETF wave. At its current low valuation, and with speculation of M&A activity, it looks like a good time to consider this value stock.

This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.
Sours: https://www.fool.com/investing/2021/06/13/is-invesco-the-value-stock-for-you/


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